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Job Description
Hiring | Relationship Manager – Wealth Management
Company: Motilal Oswal Financial Services Ltd.
We are looking for experienced Relationship Managers to join our Wealth Management team and drive business in the Affluent & Super Affluent segment.
Department: Direct Channel / Open Market
Lead Source: 20–30% Company Leads | 70–80% Self-Generated
Working Hours: 9:00 AM – 6:00 PM
Key Responsibilities
- Acquire and manage Affluent & Super Affluent clients.
- Build and grow Assets Under Management (AUM).
- Provide investment advisory and portfolio solutions.
- Cross-sell wealth products and deepen client relationships.
- Collaborate with Product & Research (CFP) teams.
- Conduct client engagement and business development activities.
Products: Mutual Funds, SIPs, Demat, PMS, Insurance (CASA experience can also be considered).
Requirements
- Experience in Wealth Management, Banking, Broking, or Financial Services.
- Strong client acquisition and relationship management skills.
- Good knowledge of investment products and financial markets.
Compensation: Salary hike as per current CTC and market standards.
Interested candidates can share their updated resume or connect for more details.
To schedule an interview, please send your CV via WhatsApp to
HR Siddhi : 7030023416
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